LOWERY THOMAS, LLC 13F Holdings
CIK 0001919701 · PEBBLE BEACH, CA
As of Sep 30, 2025, LOWERY THOMAS, LLC reported 55 positions worth
CIK 0001919701 · PEBBLE BEACH, CA
As of Sep 30, 2025, LOWERY THOMAS, LLC reported 55 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 714,198 | $22.8M | 13.16% |
| VANGUARD 500 INDEX FUND | VOO | — | 28,152 | 7.2M | 9.96% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 45,941 | 1.4M | 6.56% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 371,865 | $9.8M | 5.65% |
| SPDR S&P 500 ETF TRUST | SPY | — | 13,648 | $9.1M | 5.25% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 12,998 | $7.8M | 4.51% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 14,002 | $6.6M | 3.79% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 223,696 | $6.5M | 3.76% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 17,920 | $5.8M | 3.38% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 14,882 | $5.4M | 3.14% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 14,932 | $4.8M | 2.76% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 75,043 | $4.3M | 2.47% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 54,477 | $4.1M | 2.34% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 70,675 | $3.5M | 2.04% |
| FIDELITY MERRIMACK STR TR | FLDR | — | 69,067 | $3.5M | 2.00% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 25,474 | $3.4M | 1.99% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 136,850 | $3.2M | 1.85% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 128,488 | $3.1M | 1.81% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 29,402 | $3.1M | 1.77% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 21,576 | $3.1M | 1.77% |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND | VIOG | — | 24,342 | $3.0M | 1.71% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 6,210 | $2.9M | 1.66% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 93,959 | $2.5M | 1.43% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 7,199 | $2.1M | 1.22% |
| APPLE INC | AAPL | Technology | 7,716 | $2.0M | 1.13% |